Institutional Holders (2026 Q1)
87 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QDEF. Verified SEC 13F-HR filings.
QUARTER:
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Rik Saylor Financial, INC. | 1.16% | 19,199 | $1.5M |
| 2 | Anson Capital, Inc. | 0.99% | 18,047 | $1.4M |
| 3 | Sloy Dahl & Holst, LLC | 0.79% | 72,178 | $5.8M |
| 4 | REDW Wealth LLC | 0.51% | 16,018 | $1.3M |
| 5 | RVW Wealth, LLC | 0.50% | 80,662 | $6.4M |
| 6 | Pacific Sun Financial Corp | 0.49% | 12,633 | $1.0M |
| 7 | WT Wealth Management | 0.47% | 19,734 | $1.6M |
| 8 | Kaydan Wealth Management, Inc. | 0.31% | 11,528 | $920K |
| 9 | White Knight Strategic Wealth Advisors, LLC | 0.29% | 4,238 | $338K |
| 10 | L & S Advisors Inc | 0.25% | 24,513 | $2.0M |
| 11 | Beam Wealth Advisors, INC. | 0.23% | 11,603 | $926K |
| 12 | Cedar Wealth Management, LLC | 0.22% | 9,576 | $764K |
| 13 | Texas Capital Bank Wealth Management Services Inc | 0.16% | 34,061 | $2.7M |
| 14 | Cambient Family Office, LLC | 0.13% | 11,612 | $927K |
| 15 | Herold Advisors, Inc. | 0.13% | 7,374 | $589K |
| 16 | Red Tortoise LLC | 0.13% | 3,779 | $302K |
| 17 | West Bancorporation Inc | 0.11% | 2,664 | $213K |
| 18 | Roberts Glore & Co Inc /Il/ | 0.08% | 3,500 | $279K |
| 19 | Grove Bank & Trust | 0.07% | 7,368 | $588K |
| 20 | Courier Capital LLC | 0.06% | 13,071 | $1.0M |
| 21 | Investors Research Corp | 0.05% | 3,229 | $258K |
| 22 | Moneco Advisors, LLC | 0.04% | 6,999 | $559K |
| 23 | Ledyard National Bank | 0.04% | 5,503 | $439K |
| 24 | Simon Quick Advisors, LLC | 0.04% | 9,871 | $788K |
| 25 | Naples Global Advisors, LLC | 0.03% | 5,904 | $471K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|